Best Of
Re: Is your Foundation using a Letter of Intent to screen grant applicants? If yes, how?
Can anyone share some of the questions they use in the LOI process? We have been using it as a pre-application, but are finding we need to beef up our questions for the the LOI to actually be helpful. Thank you!
Hello All!
Hello everyone, my name is Brock Ullman, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after my brother had previously worked here and raved about how much he liked it. I am originally from Carol Stream, Illinois, and am currently pursuing my degree in Aerospace Engineering from the University of Colorado Boulder. I currently reside in Boulder and enjoy hiking, skiing, and motorsports. I am ecstatic to start my journey with Foundant Technologies and am excited to work with you all!
Re: Separate, non Follow-Up form to Collect Thank You Notes from Students
Michelle this is a great (and timely) discussion. We've been having lots of Thank You note conversations with clients. Our team presented a webinar on Merge Templates and some options for exporting Thank You information. You can view that recorded webinar here https://hub.foundant.com/glm-client-webinars/scholarships-follow-up-merge-template-workflows
I recognize this doesn't solve the issue, but does present the options currently available in SLM/UA.
Hi, I'm New Here!
Hello everyone! I am Kristen Neithercut, a new Client Support Intern here at Foundant. I became interested in working at Foundant when I decided to pivot my career away from hospitality/Food & Beverage towards a career that is still client-focused but not necessarily nights/weekends/holidays. As someone with a history in the nonprofit sector, Foundant was at the top of my list as a local business doing great work in an industry I'm familiar with. I am Bozeman-based but originally from Northern Michigan. In my free time I enjoy working on my nonprofit, The Female Climbers Collective, that teaches women and nondominant gender identities how to rock climb through a 3 day climbing festival here in Montana. I'm excited to be here and looking forward to working with you all!
Separate, non Follow-Up form to Collect Thank You Notes from Students
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow up forms. The choice between having fewer common follow ups (general thank you) and a large number of opportunity-specific follow ups (to get a specific follow up) is not a great one. A dedicated way of exporting these or emailing a donor directly would also be welcome.
Re: Streamlining Scholarship Acceptance Process Share Your Insight
@LaurieAbildso Our policy states that the University has to agree to our terms in writing. Thank you for sharing your workflow. I look forward to seeing how others approach this workflow too.
Re: Streamlining Scholarship Acceptance Process Share Your Insight
We only have the students sign an acceptance follow-up form. Does your Foundation' s policy require a university agreement, as well? Could you skip that step? Our only contact with the universities is when we send the scholarship funds along with a letter outlining how the funds should be applied. They do not sign any agreements with us.
